About
Jon
Jonathan (Jon) delivers a variety of financial planning services to his clients, including retirement planning, tax planning, portfolio construction, and estate plan review. He became part of Focus Partners Wealth in 2026, when the firm joined forces with Kovitz, where he had worked since 2021. Prior to that, Jon was with Johnson Financial Group, where he focused on the development and implementation of comprehensive financial plans for high-net-worth clients.
While in college, Jon competed for the Concordia University–Wisconsin Falcons men’s ice hockey program.
Jon is currently a member of the Madison West Rotary Club, where he is a past president and now the treasurer for the organization. He lives in Verona, Wisconsin, with his wife Kyla and four children: Bailey, Emmersen, Calington, and Adler. In his free time Jon is an avid hockey fan, golfs, and enjoys spontaneous family fun.
Education and Professional Milestones
-Concordia University–Wisconsin – bachelor’s degree in secondary education with a specialization in mathematics
Jonathan (Jon) delivers a variety of financial planning services to his clients, including retirement planning, tax planning, portfolio construction, and estate plan review. He became part of Focus Partners Wealth in 2026, when the firm joined forces with Kovitz, where he had worked since 2021. Prior to that, Jon was with Johnson Financial Group, where he focused on the development and implementation of comprehensive financial plans for high-net-worth clients.
While in college, Jon competed for the Concordia University–Wisconsin Falcons men’s ice hockey program.
Jon is currently a member of the Madison West Rotary Club, where he is a past president and now the treasurer for the organization. He lives in Verona, Wisconsin, with his wife Kyla and four children: Bailey, Emmersen, Calington, and Adler. In his free time Jon is an avid hockey fan, golfs, and enjoys spontaneous family fun.
Education and Professional Milestones
-Concordia University–Wisconsin – bachelor’s degree in secondary education with a specialization in mathematics